Experienced professional with demonstrated success in adult education, career development and financial industries. A diverse career, which included managing multi-million-dollar asset portfolios, building and maintaining client relationships, implementing process improvements, developing curricula, leading a business education program, and directing a foundation. A motivational training specialist excited to develop successful training plans that meet dynamic organization and employee needs. An HR professional accustomed to collaborating with leaders and SMEs on strategic initiatives, prepared to bring communication and critical thinking abilities developed over a 20-year career to a growth-oriented role.
Responsible for the design, development, and facilitation of professional development programs. Primary lead for new staff orientation and onboarding. Assess learning needs of target audience, serve as development liaison between subject matter experts to identify learning delivery needs and develop appropriate training solutions to fill competency gaps. Act as lead coordinator for organizational performance management and various recognition programs.
Delivered Customer Service and SEL content to program participants to enhance their employability. Created and administered assessments to ensure content assimilation. Processed timely data entry and management through organization’s software system keeping accurate audit records.
Coached and accompanied individual small business owners. Promoted youth and women entrepreneurship at the grassroots level.
Provided quality instruction and effective classroom management, maintaining continuity of student learning. Fostered student motivation and confidence ensuring learner engagement and success.
Conducted new hire orientation for over 300 hires, facilitated their integration into organizational culture, leading to high staff retention rate and adherence to company core values. Through training & coaching, enhanced professional competencies creating an adaptable workforce that secured additional contracts valued at $10MM. Collaborated with department leaders and subject matter experts to ensure appropriate training was provided and staff productivity maintained. Prepared mortgage underwriters for NMLS licensing examination with 90% passing rate.
Coached 150 young adults in entrepreneurship, leadership, and communication skills, enabling them to participate in national and international business plan competitions. Directed startup foundation with a staff of 12 employees and 30 volunteers, earning funding from international organizations such as USAID and Mercy Corps. Fostered collaborations with professional partners that led to sponsorships and promotional events.
Independently managed an asset portfolio of $50M contributing substantially to firm’s annual revenues.
Provided customized wealth management strategies to high net-worth individuals, creating wise investment of property, preservation of asset values, and maximization of income. Delivered excellent quality service to clients, responding to requests and inquiries with timeliness and efficiency in a manner that promoted high client satisfaction and 100% client retention. Spearheaded annual review of regional accounts for internal audits, improving compliance rating by 35%. Created 30% cost reduction by consolidating and enhancing operational processes.